Crestmont Private Wealth’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $869K | Buy |
9,720
+538
| +6% | +$48.1K | 0.31% | 21 |
|
|
2025
Q1 | $697K | Buy |
9,182
+1,165
| +15% | +$88.4K | 0.3% | 26 |
|
|
2024
Q4 | $620K | Buy |
8,017
+185
| +2% | +$14.3K | 0.28% | 24 |
|
|
2024
Q3 | $572K | Buy |
7,832
+534
| +7% | +$39K | 0.25% | 28 |
|
|
2024
Q2 | $440K | Sell |
7,298
-139
| -2% | -$8.38K | 0.21% | 30 |
|
|
2024
Q1 | $469K | Buy |
7,437
+679
| +10% | +$42.8K | 0.23% | 26 |
|
|
2023
Q4 | $393K | Sell |
6,758
-208
| -3% | -$12.1K | 0.2% | 22 |
|
|
2023
Q3 | $338K | Sell |
6,966
-1,853
| -21% | -$90K | 0.21% | 23 |
|
|
2023
Q2 | $440K | Buy |
8,819
+3,229
| +58% | +$161K | 0.26% | 24 |
|
|
2023
Q1 | $306K | Buy |
5,590
+781
| +16% | +$42.7K | 0.2% | 33 |
|
|
2022
Q4 | $295K | Buy |
+4,809
| New | +$295K | 0.2% | 26 |
|